Company Overview

CPF Consulting is the Training and consultancy arm of the CPF Group. Harnessing experience spanning over 90 years and partnership with renowned Consultants and trainers, CPF Consulting brings practical solutions to the myriad challenges facing organizations and individuals.

Key duties and responsibilities

Business Development & Growth

• Deliver all business development targets as cascaded by the Senior Officer – Business Development.
• Drive growth across all CPFAM products by increasing Assets Under Management (AUM), product revenue, client numbers, and client retention within the designated area.
• Formulate and implement branch-level sales and marketing plans to acquire new clients and expand the existing customer base.
• Identify, capture, and actively pursue all sales opportunities, including referrals, to maximize business conversion.

Sales, Marketing & Distribution

• Promote and present CPFAM products to prospective clients through faceto-face meetings, telephone engagement, and electronic communication.
• Develop and expand new distribution channels for CPFAM products to enhance market penetration.
• Represent CPFAM at meetings, industry events, and trade shows to generate new business leads and strategic contacts.

Client Relationship Management

• Build and maintain strong relationships with clients, partners, professionals, the business community, and relevant government agencies within the area of assignment.
• Monitor and address clients’ investment needs and provide tailored solutions in line with their objectives.
• Update clients regularly on portfolio performance through meetings, calls, and written communication.
• Ensure timely delivery of client statements and other relevant communications.

Client On-Boarding & Compliance

• Ensure smooth and efficient client onboarding by collecting and verifying all required Know Your Customer (KYC) documentation in line with regulatory and internal requirements.

Professional Development & Team Support

• Continuously enhance personal and professional competencies to meet evolving job demands through relevant training and development activities.
• Support and encourage the development and training of staff and agents within the branch.

Other Duties

• Perform any other duties assigned by the supervisor from time to time

Job Specifications

• Bachelor’s degree in finance, Accounting, Actuarial, Economics or any other finance related field.
• At least CISI level 2 qualification
• CFA and CIFA Students will have an added advantage.
• At least 2 years’ experience in the Financial Services sector.

• Deliver all business development targets as cascaded by the Senior Officer – Business Development.
• Drive growth across all CPFAM products by increasing Assets Under Management (AUM), product revenue, client numbers, and client retention within the designated area.
• Formulate and implement branch-level sales and marketing plans to acquire new clients and expand the existing customer base.
• Identify, capture, and actively pursue all sales opportunities, including referrals, to maximize business conversion.
• Promote and present CPFAM products to prospective clients through faceto-face meetings, telephone engagement, and electronic communication.
• Develop and expand new distribution channels for CPFAM products to enhance market penetration.
• Represent CPFAM at meetings, industry events, and trade shows to generate new business leads and strategic contacts.
• Build and maintain strong relationships with clients, partners, professionals, the business community, and relevant government agencies within the area of assignment.
• Monitor and address clients’ investment needs and provide tailored solutions in line with their objectives.
• Update clients regularly on portfolio performance through meetings, calls, and written communication.
• Ensure timely delivery of client statements and other relevant communications.
• Ensure smooth and efficient client onboarding by collecting and verifying all required Know Your Customer (KYC) documentation in line with regulatory and internal requirements.
• Continuously enhance personal and professional competencies to meet evolving job demands through relevant training and development activities.
• Support and encourage the development and training of staff and agents within the branch.
• Perform any other duties assigned by the supervisor from time to time

• Business Development
• Sales
• Marketing
• Client Relationship Management
• Financial Services
• KYC Documentation
• Professional Development
• Team Support

• Bachelor’s degree in finance, Accounting, Actuarial, Economics or any other finance related field.
• At least CISI level 2 qualification
• CFA and CIFA Students will have an added advantage.
• At least 2 years’ experience in the Financial Services sector.